FWP
Falcon Wealth Planning’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
17,015
-8,272
| -33% | -$759K | 0.16% | 56 |
|
|
2025
Q1 | $2.32M | Sell |
25,287
-3,570
| -12% | -$327K | 0.26% | 43 |
|
|
2024
Q4 | $2.64M | Sell |
28,857
-27,437
| -49% | -$2.51M | 0.29% | 40 |
|
|
2024
Q3 | $5.17M | Sell |
56,294
-77,417
| -58% | -$7.11M | 0.61% | 23 |
|
|
2024
Q2 | $12.3M | Buy |
+133,711
| New | +$12.3M | 1.59% | 19 |
|